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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Overberg is a financial advisor with Edward Jones in Wapakoneta, Ohio. Jeffrey has been working in the financial industry since 1993, and has experience with a variety of financial products and services. He has passed a number of industry exams, including the Series 7, Series 6, and Series 63, as well as the Uniform Investment Adviser Law Examination. Jeffrey has worked with a number of firms in the past, including Lincoln Financial Distributors, Inc., AIG SunAmerica Capital Services, Inc., Phoenix Equity Planning Corporation, and Fidelity Brokerage Services LLC. Jeffrey is a registered representative with Edward Jones and is registered to provide investment advice in Ohio and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
02/18/2019 - Present
Edward Jones (WAPAKONETA OH)
PA
01/17/2008 - 10/29/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
10/07/2003 - 11/26/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
03/13/2001 - 09/29/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
RI
01/26/1993 - 02/05/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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